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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce administration, including managing reports, dashboards, and workflows, while ensuring data integrity across systems like HubSpot and Slack. Proficient in utilizing AI tools for data analysis and documentation, with strong capabilities in revenue operations and sales processes.
Highest-signal resume keywords
Salesforce AdministrationRevenue OperationsData AnalysisAI Tool UtilizationB2B Sales Motion
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesforceSOQLData ModelingSpreadsheet SkillsHubSpotN8n WorkflowsPipeline ManagementQuota AttainmentContract ReviewOrder Forms
Soft Skills
Clear Written Communication
Tools & Technologies
ApolloMomentumLinkedIn Sales NavigatorSlack BotsGoogle Workspace
Certifications & Qualifications
Salesforce Admin Certification
Industry Keywords
B2B SaaSRevenue ReportingSales OperationsLead RoutingGTM Work
Tech Stack
Tools & technologiesApollo
About the role
Key responsibilities & impact- Administer Salesforce, including fields, record types, page layouts, permission sets, validation rules, flows, reports, and dashboards
- Maintain the HubSpot–Salesforce sync and lead-to-opportunity data integrity
- Maintain the sales tool stack, including Apollo, Momentum, LinkedIn Sales Navigator, meeting routing, Linear, and Slack bots
- Manage user provisioning, onboarding, offboarding, integrations, and connections
- Build and maintain n8n workflows connecting Salesforce, HubSpot, Slack, Linear, and Google Workspace
- Use AI tools to draft SOQL and flows, write runbooks, summarize calls, prepare handover documents, and analyze problems
- Identify and eliminate repetitive manual GTM work
- Own recurring revenue reporting, pipeline and stage hygiene, quota attainment, ramp, and win/loss analysis
- Reconcile ARR by contract and maintain accurate customer and account-status definitions
- Build and explain leadership dashboards and provide ad hoc analysis to the CRO, finance, and board
- Run pipeline hygiene and the Sales-to-CS handover
- Help create and enforce sales policies, territory and lead routing, and compensation plan mechanics
- Support deal desk work, including order forms, pricing and discount checks, and contract-term extraction
- Serve as the first point of contact for AEs and SDRs when systems are broken or unclear
Requirements
What you’ll need- 1–3 years in Revenue Operations, Sales Operations, or an adjacent role at a B2B SaaS company
- Hands-on Salesforce experience, including reports, dashboards, fields, layouts, and ideally flows
- Working knowledge of the end-to-end B2B sales motion
- Experience using Claude, ChatGPT, or similar AI tools for queries, documents, formulas, and problem-solving
- Strong spreadsheet and data skills, including lookups, pivots, and clean data models
- Clear written communication
- Willingness to work 4 days a week onsite in the San Francisco office
- Legally authorized to work in the United States
- HubSpot and HubSpot–Salesforce sync experience is a nice to have
- Salesforce Admin certification is a plus, not a requirement
- Experience carrying a quota, deal desk, order forms, contract review, and ARR accounting concepts are nice to have
Benefits
Comp & perks- Equity
- AI tools and automation-focused working environment